Business Details
45 Years
experience
Trusted CPA Services in Verona, NJ
As a Certified Public Accountant with over four decades of dedicated service, I have built a practice rooted in precision, integrity, and personalized attention. My expertise spans corporate and individual tax preparation, financial planning, and business consulting, supported by specialized certifications in retirement planning and QuickBooks software solutions. I prioritize understanding each client's unique needs to deliver strategic advice that safeguards their financial future.My commitment to excellence is reflected in my affiliations with the AICPA, NJSCPA, and Whos Who of Executives, as well as my active involvement in community service through roles like Emergency Medical Technician and board memberships. By combining technical mastery with a client-centric approach, I ensure that every individual and business I serve receives tailored guidance to navigate complex financial landscapes with confidence.
Services
Tax Preparation
Financial Planning
QuickBooks Support
Business Consulting
Retirement Planning
Details
- Year established: 1981
Highlights and features
- We offer 40+ years of experience in accounting and tax services.
- Our team includes a Certified Public Accountant and Retirement Planning Specialist.
- We provide QuickBooks Certified ProAdvisor support for efficient financial management.
- Our community involvement ensures relatable, client-focused service.
- We combine technical expertise with personalized, ethical financial guidance.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Specialist in Retirement Planning
- QuickBooks Certified ProAdvisor
- QuickBooks Online Certified ProAdvisor
- FreshBooks Certified Accountant
- American Institute of Certified Public Accountants (AICPA)
- New Jersey Society of Certified Public Accountants (NJSCPA)
Services
Tax Preparation
We prepare corporate, individual, and estate tax returns with maximum allowable deductions. Our services include C corp, S corp, LLC filings, payroll and sales tax returns, and electronic submissions. We analyze business-personal tax interdependencies and provide annual projections to prevent surprises during filing season.
Financial Planning
Our financial planning focuses on retirement strategies, cash flow optimization, and business protection. We help clients evaluate tax consequences, estate planning needs, and philanthropic goals while ensuring business continuity through catastrophic events or ownership transitions.
QuickBooks Support
As QuickBooks Certified ProAdvisors, we offer software setup, payroll integration, and training for desktop and online editions. We provide annual certification updates and software purchase discounts to ensure efficient financial management for small businesses.
Business Consulting
We deliver strategic guidance on business structuring, contract negotiations, insurance coverage, and payroll optimization. Our services include financial statement preparation, notary services, and operational reviews to maximize cash flow and technological efficiency.
Retirement Planning
Our retirement planning services address tax-efficient savings strategies, estate preservation, and generational wealth transfer. We help clients align retirement goals with current financial realities, adjusting plans as lifestyles and market conditions evolve.
People
David T. Black
Certified Public Accountant
David Black has practiced as a CPA for over 40 years, specializing in tax preparation and retirement planning. He serves on the Juvenile Conference Committee and volunteers as an Emergency Medical Technician while providing QuickBooks software expertise to local businesses.
Questions
What tax services do you offer for small businesses?
We prepare corporate tax returns, payroll taxes, sales taxes, and provide projections to ensure compliance and maximize deductions for C corps, S corps, LLCs, and partnerships.
Do you provide QuickBooks software support?
Yes, as a QuickBooks Certified ProAdvisor, we offer setup, training, payroll integration, and software discounts for desktop and online editions.
How do you assist with retirement planning?
We create customized retirement strategies considering tax implications, estate planning, and philanthropic goals to ensure financial security during your golden years.
What business consulting services are available?
We provide financial statement preparation, payroll optimization, contract negotiations, insurance reviews, and business structuring guidance for long-term success.
Are you involved in the local community?
Yes, David Black serves as an Emergency Medical Technician, Juvenile Conference Committee member, and has held multiple civic leadership roles in Verona.
